AWM
DFS

Affinity Wealth Management’s Discover Financial Services DFS Stock Holding History

Affinity Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,971
Closed -$507K – 101
2025
Q1 		$507K Buy
2,971
+56
+2% +$10.2K 0.09% 58
2024
Q4 		$505K Buy
+2,915
New +$478K 0.09% 57
2022
Q1 		– Sell
-22,195
Closed -$2.69M – 108
2021
Q4 		$2.69M Buy
22,195
+131
+0.6% +$15.5K 0.55% 36
2021
Q3 		$2.78M Buy
22,064
+202
+0.9% +$25.3K 0.55% 40
2021
Q2 		$2.75M Buy
21,862
+809
+4% +$91.5K 0.55% 40
2021
Q1 		$2.05M Buy
+21,053
New +$1.99M 0.42% 44

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Affinity Wealth Management's DFS Position: Q2 2025 in Review

Affinity Wealth Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 2,971 shares — an estimated $507K sold.

Affinity Wealth Management first reported a position in DFS in Q1 2021 and held it in 6 quarters. The position peaked at $2.78M in Q3 2021. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Affinity Wealth Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Affinity Wealth Management sold 2,971 Discover Financial Services shares in Q2 2025, an estimated $507K.
  • Affinity Wealth Management first reported a position in Discover Financial Services in Q1 2021 and held it in 6 quarters.
  • Affinity Wealth Management's Discover Financial Services position peaked at $2.78M in Q3 2021.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Affinity Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.